THAT’S A WRAP!! Spent the day shadowing @jonjfarb, a fractional CFO, real estate investor, and founder who: - Only works 6 months out of the year - Brushes his teeth 3x a day, after every meal lol - Always picks up the phone when his mom calls, no matter what - Goes above and beyond to take care of and reward his employees - Takes a 30-minute Spanish lesson every single day - Is constantly finding new ways to learn, grow, and challenge himself - Owns an accounting/bookkeeping firm (and is actively looking to acquire more!) - Owns rental properties across the country (also actively buying) - Randomly walks up to strangers just to compliment them - Might genuinely be one of the best connectors I’ve ever met I didn’t even know who Jon was a week ago. Someone introduced us because I run Sam’s List, a directory that helps people find accountants, bookkeepers, fractional CFOs, and financial advisors. And now I just spent an entire day getting a front row seat to how he lives, works, thinks, and treats the people around him. One of my favorite things about building Sam’s List is getting access to people like Jon and seeing the side of financial professionals that most people never get to see. Their personalities, routines, relationships, hobbies, ambitions, and all the things that have absolutely nothing to do with accounting. And I think there’s something really important about that. When you’re hiring someone to handle your company’s finances, you’re not just hiring a list of credentials and services. You’re choosing someone you might be talking to regularly for YEARS. Someone you’re trusting with some of the most personal and important parts of your business. Of course experience, expertise, and fit matter. But do you actually like them? Do you feel comfortable asking them questions? Is this someone you’d enjoy working with? That’s a part of finding an accountant or financial advisor I don’t think gets nearly enough attention. Anyway, I had SO much fun doing this and learned a ton from Jon, especially about being intentional with your time, constantly learning, how to properly run and scale a business, and helping the people around you. Thank you for letting me invade your life for a day, Jon!! And if you’re looking for an accounting or bookkeeping firm, check out Jon and his team at 7daybookkeeper.com First of many days shadowing the people behind Sam’s List!